Aldrich ยท 3 days ago
Tax Manager
Lake Oswego, OR
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $155K/yr
6+ years expAldrich CPAs and Advisors is looking for Tax Managers to provide strategic guidance on intricate tax matters while working closely with clients in various industries. The role involves managing client relationships, leading new client prospecting, and mentoring staff to ensure high-quality deliverables.
AccountingAdviceEmployee BenefitsFinanceFinancial ServicesRetirement
No H1B
Responsibilities
Coordinates and plans service delivery to clients, including conducting review meetings
Participates in the creation and development of processes and infrastructure designed to service clients
Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
Manages all aspects of the client relationship
Leads new client prospecting, designs presentations, and leads closing meetings
Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
Manages risk and financial performance of engagements including billings, collections, and project budgets
Qualification
Required
6+ years recent experience in public accounting with a primary focus on tax
Ability to supervise others
Excellent research and writing skills
Successful completion of the CPA exam, licensed CPA, JD, or EA
Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required
Candidates must be legally authorized to work in the United States without the need for employer sponsorship
Benefits
Comprehensive Health Benefits and Retirement Savings:
Medical, dental, and vision insurance
Life and disability insurance
Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
401(k) plan with 1.5% match and 5% annual discretionary profit sharing
Generous Time Off:
5 weeks of vacation and sick leave combined into a Paid Time-Off bank
10 Paid Holidays, including two Floating Holidays
16 Hours of Volunteer Time
6 week Paid Sabbaticals every 7 years
6 weeks of Paid Parental Leave
Company
Aldrich
Aldrich offers accounting, auditing, assurance, business advisory, retirement planning, employee benefits, tax & wealth management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Tatone
CEO
Jace Paine
CFO - Outsourced Accounting Services
Recent News
Portland Business Journal
2025-02-26
Company data provided by crunchbase